Advanced Planning, Inc.


The Savvy Investor

Setting specific goals is the first step to being a savvy investor. When you make investing part of an overall financial plan, it's easier...
View More >>

The Shape of Economic Recovery

On June 8, 2020, the National Bureau of Economic Research (NBER), which has official responsibility for determining U.S. business cycles, announced that February 2020 marked the end of an expansion that began in 2009 and the beginning of a recession.
View More >>

Happy Independence Day!

Have a safe and happy 4th!
View More >>

2019 IRA Contribution Deadline Has Been Extended

Due to the coronavirus tax filing extension, there's still time to make a regular IRA contribution for 2019. You have until your tax return due date (not including extensions) to contribute up to $6,000 for 2019...
View More >>

Unemployment Benefit Information

Do you worry about changes in the economy? Have you recently been fired or a victim of downsizing?
View More >>